-2.2%
KVUE vs RACE
+39.3%
-41.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | -1.9% | -1.0% | -0.9% | -1.8% |
| 30D | -3.3% | -1.5% | -1.8% | -3.2% |
| 3M | +6.0% | +15.5% | -9.5% | +4.7% |
| 6M | +2.3% | +17.3% | -15.0% | +0.9% |
| YTD | +10.3% | +11.1% | -0.8% | +9.0% |
| 1Y | +4.6% | -14.3% | +18.9% | +4.5% |
| 3Y | -2.2% | +40.2% | -42.4% | -13.0% |
| All | -2.2% | +39.3% | -41.5% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling